Embedded Files
A database and associated services that expedite the tax reporting process by optimizing the synthesis of client-provided data.
Mission of the Project
Mission of the Project
The purpose of the Document Organizer and Creator (DOC) is to enable the founder and managing attorney of JD Howlette Law to expedite the tax reporting process for his clients by optimizing the synthesis of client-provided data.
The Workflow
The Workflow
The process seen from a client's point of view and the administrative point of view led to the creation of this workflow design
The Data
The Data
A variety of documents, consisting of bank statements, W-2s, intake forms, and more
The Database
The Database
A PostgreSQL Database designed and configured for speed and veracity
The Output
The Output
Documents such as Tax form 433-A and 433-B
Questions?
Questions?
Contact [steele@steeleschauer.com] to get more information on the project
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